HOW TO IMPLEMENT SALESFORCE SUCCESSFULY

At WAY2GO we have been delivering Salesforce solutions through a disciplined Agile Scrum framework. We pride ourselves on being aligned with the Agile Manifesto and the value of Scrum. We strive to educate our clients on the advantages of using this methodology to implement Salesforce.

Benefits of Agile to Implement Salesforce

With the agile methodology, projects are scheduled in repeatable iterations of design, customize and test. It provides the following benefits:

Velocity – When it comes to Salesforce projects, time is of the essence.

Flexibility – Compared to waterfall methodology, Agile allows the freedom to make changes as necessary. After every iteration, the team evaluates analyzes the direction of the project and adapts accordingly.

Client Engagement – With agile’s iteration framework, the development team can engage the client on day one. Clients can engage on the product inside and out early on time, and thus know exactly what is going on with the Salesforce project.

More control over schedule and cost – Short iterations allow the team to have a better understanding of costs and timelines to complete the Salesforce customization. This allows the client to better prioritize the requirements and gives them greater control over the direction of the project.

Early detection of issues – Another advantage of the agile methodology to implement Salesforce, is the ability to detect issues early. The team is able to address issues with each iteration and adapt to change, when necessary.

OUR APPROACH

Plan

The first step is to conduct an Initial Assessment, which is designed to learn about your business model, to understand your unique processes and to assess how the Salesforce platform can help address your business needs. The deliverable of this phase is a detailed Statement of Work that outlines the overall scope of the project, and includes a work break down chart with estimated tasks and hours.

We kick off your project upon signing and executing the Statement of Work.

Design

We kick off the project with a Business Process Review designed to collect all the necessary information about your business model and processes. Our consultants will then analyze the processes, findings, business information and other relevant documentation, and will design a solution to meet your goals. The outcome of this phase is the “Design Document”. We require a sign off on the Design Document before starting the actual customization of your Salesforce instance.

Build

Once we have the approved Statement of Work and the approved Design Document, we can formally get started with configuring your Salesforce instance accordingly. This phase of the project is where most of the time is allocated.

Test

Once the configuration has been completed, we develop and test functionality from the Design Document into a sandbox environment. We demonstrate the system configuration to the client and we also provide them with credentials to access this instance. Depending on the scale and magnitude of the project, this phase may include different environments such as integration, user acceptance testing, load testing, etc.

Deploy

This is the last stage of the project where we train the end users and roll out the solution into a live environment.

ASK A SALESFORCE EXPERT

Do you have specific questions about implementing Salesforce in your organization?

OFFICE LINE

1.844.436.3677

EMAIL

info@way2go.com

WORKING HOURS

9:00am – 6:00pm

OFFICE LINE

1.844.436.3677

EMAIL

info@way2go.com

WORKING HOURS

9:00am – 6:00pm

Company Info

WAY2GO Apps Inc. is a consulting firm located in Calgary, Alberta delivering Salesforce® solutions that help your company grow and succeed.

Whether you’re just getting started and need a team of salesforce experts to deploy your Salesforce implementation from scratch, or you simply need a partner for ongoing Salesforce administration and support, we’ve got you covered!